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Samsung's 1C DRAM (6th-gen 10nm-class) is currently expected to use 6 to 7 EUV (Extreme Ultraviolet) layers. Although Samsung originally...
Feb 27, 2026
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Hate to say it because Intel is so decimated already, but you may get your wish. Another round of layoffs coming I think, kicked off by...
Feb 27, 2026
A woman poses for pictures in front of the OpenAI logo at Bharat Mandapam, one of the venues for AI Impact Summit, in New Delhi, India...
Feb 27, 2026
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It does mentions the number of top customers who order chips worth more than 10% of the total revenue not their name but the amount and...
Feb 27, 2026
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AMD has been shipping client GPUs for quite some generation so they have the experience. The issue with AMD is not hardware but software...
Feb 27, 2026
It’s not exactly a simple “pay your customer who pays you” situation. In the Meta-AMD deal, AMD will generate real revenue from Meta’s...
Feb 27, 2026
It’s not exactly a simple “pay your customer who pays you” situation. In the Meta-AMD deal, AMD will generate real revenue from Meta’s...
Feb 27, 2026
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You're correct that Blackwells, for example, aren't the (relatively!) simple systolic arrays that GPUs used to be, but SIMD is used...
Feb 27, 2026
My feeling is that TSMC and NVIDIA have clearly divided their tasks and "empires". TSMC has claimed the Foundry + Advanced Packaging...
Feb 27, 2026
A woman poses for pictures in front of the OpenAI logo at Bharat Mandapam, one of the venues for AI Impact Summit, in New Delhi, India...
Feb 27, 2026
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the SIMD is mostly don't getting used for AI it's the Matmul hardware or the tensor core part that is getting used. TPU is just a large...
Feb 27, 2026
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Samsung Electronics made the decisive move to enlarge the die size of its core die, the 1c (6th-generation 10nm-class) DRAM. A larger...
Feb 27, 2026
TSMC doesn’t break down the customer count by process node; it only reports the total number of customers across the entire company.
Feb 27, 2026
Just for the record here, if Meta would put the new NVIDIA Rubin Ultra (Kyber rack) systems (2H 2027) in a 1 GW facility it could look...
Feb 27, 2026
I'm no expert on this so I asked Gemini and this is the answer in terms of AMD-compute, maybe this helps?
1. The Core Infrastructure...
Feb 27, 2026